Julie Finney, CFP®, CRPC, FLMI
Wealth Management Advisor
Certified Financial PlannerTM Practitioner
Chartered Retirement Planning CounselorSM
Julie Finney is a Financial Advisor with over 30 years of experience in the financial services industry. She has earned the CFP® certification (Certified Financial Planner™ practitioner), CRPC® (Charter Retirement Planning Counselor) designation, and the FLMI designation (Fellow, Life Management Institute). Her areas of expertise include comprehensive financial planning, retirement planning, education planning, investments, insurance and estate planning.
For ten years, Julie was one of the co-hosts of the popular radio show, Planning Pays, which aired each Saturday morning at 9 am on AM680 WCBM. She also co-hosted a television show about senior issues called Golden Opportunities on FOX 45. She has conducted seminars on such topics as The Pillars of Protection in Retirement Planning, Long Term Care Planning, Retirement Distribution Planning, The Art & Science of Creating a Comfortable Portfolio, Preserving Your Estate, Women & Money, and many more.
In addition to ongoing educational requirements for the CFP® certification, Julie enhances her professionalism by her active involvement in the Financial Planning Association of Maryland, Society of Financial Services Professionals, and the Maryland Institute College of Art Planned Giving Advisory Council.
Business/Customer Service Philosophy
“My mission is to help my clients achieve their goals and dreams through education, planning, and taking the action necessary to become financially secure. My professional responsibility is to provide services to clients with integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.”
Five Star Wealth Manager
The 2012 Five Star Wealth Managers were chosen by Five Star Professional, a third party research firm. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement. The Five Star Wealth Manager program does not rate or rank advisers, but rather identifies wealth managers who satisfy objective eligibility and evaluation criteria. Wealth Managers do not pay a fee to be considered or placed on the final list, and self nominations are not accepted. Candidates are identified and pre-qualified based on industry data and/or peer nominations.
Award candidates are evaluated against 10 objective eligibility and evaluation criteria including, but not limited to, education and professional designations, client retention rates, client assets administered, and a favorable regulatory and complaint history. There is no guarantee as to future advisory or performance success, nor is there any guarantee that the wealth manager will be
awarded this accomplishment in the future. 262 award candidates in the Baltimore area (less than 3% of the total wealth managers in the area) were named 2012 Five Star Wealth Managers.
For additional information on the Five Star award and research/selection methodology, click here, then click where indicated for details. Five Star Professional is not an advisory firm.